Catholic ESG leadership CBIS is a Catholic, socially responsible investment firm with over $12 billion AUM and a focus on faith-based values. Opportunity: position ESG and impact-focused capabilities to Catholic institutional buyers seeking values-aligned portfolios.

Regulatory-compliant growth As a Registered Investment Adviser with a clear compliance stance and security notices, CBIS values governance and risk controls. Opportunity: offer advanced compliance, reporting, and governance analytics to attract institutional clients prioritizing risk management.

Mid-market capacity Headquartered in Chicago with an office in Rome and a team of 51-200 employees, CBIS sits between boutique and large-cap providers. Opportunity: tailor scalable technology, custody, and service desks to mid-market Catholic institutions requiring personalized attention.

Digital operations Tech stack includes Shopify, Cloudflare, Google Tag Manager, and Elastic Email, indicating established digital and marketing operations. Opportunity: offer enhanced digital onboarding, CRM integration, and data-driven marketing automation for client acquisition and retention.

Strategic leadership evolution Frequent leadership updates with CEO appointment in 2017 and other executive hires suggest a growth-oriented strategy. Opportunity: engage for strategic advisory services, investment analytics partnerships, and scalable technology that supports expanding product and consultant networks.